E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Through insightful financial analysis and trend forecasting, we offer invaluable insights that drive performance and ensure financial stability.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Budgeting 52

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Cube Software

JULY 10, 2024

Exciting update: Cube shines in G2’s Summer Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Cube Software

APRIL 4, 2024

This just in: Cube receives high praise in G2’s Spring Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Future CFO

JULY 15, 2024

Finance leaders say GenAI will have the most impactful use case in forecast/budget variance explanations, anticipating revenue/spend data classification and management reports as the next most impactful use cases for GenAI in finance.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFA Institute

DECEMBER 21, 2018

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

Forecasting 52

Forecasting Financial Analysis Economics Investments 52

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

The Finance Weekly

OCTOBER 30, 2024

They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity. Cash Flow Forecasting - These tools can analyze historical data and current transactions to help businesses predict future cash flow needs, ensuring liquidity and avoiding financial bottlenecks.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility.

CFO 52

CFO Strategic Planning Risk Management Forecasting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. annual or multi-year).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Cube Software

JUNE 26, 2023

The results are in: Cube receives multiple #1 rankings in G2’s Summer Report Cube’s G2 badges were earned across several disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

CFO Plans

SEPTEMBER 24, 2024

This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future. Virtual CFOs excel in offering specialized cash flow management services , helping startups forecast cash needs, optimize cash flow, and avoid liquidity crises.

Startups 52

Startups CFO Financial Analysis Budgeting 52

Cube Software

DECEMBER 21, 2022

Cube earned badges across critical FP&A disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting Numbers 52

Focus CFO

MAY 23, 2023

His diverse background encompasses budgeting, purchasing, forecasting, financial analysis, M&A, turnaround strategies, and growth initiatives. Greg has also demonstrated his proficiency in managing successful exits, 2nd generation hand-offs, bank relationships, and financing deals.

Problem Solving 52

Problem Solving Financial Analysis Leadership Budgeting 52

Cube Software

APRIL 4, 2023

Important to note: these badges were earned across multiple FP&A disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Fpanda Club

SEPTEMBER 2, 2021

The list of typical FP&A activities usually includes planning, budgeting, forecasting, analysis, management reporting and performance management. Forecasting is the practice of making regular predictions about the company’s expected future results based on the past and present data as well as on the anticipated future events.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. Users commend the flexible forecasting capabilities of Drivetrain which facilitated the creation of interconnected forecasts encompassing top-line revenue, expenses, balance sheets, and cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Analyzing Data Financial Analysis 52

Spreadym

MARCH 1, 2023

Special software for scenario forecasts in business The most convenient tool for scenario forecasting is complex business performance management software. Let’s revert to the practical side of the process and look how it works in companies. The only difficulty can be loading data from third-party sources into the system.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

Centage

JANUARY 3, 2023

Planning Maestro allows you to make decisions more confidently and faster through streamlined financial planning. The software offers users an accurate way to plan, budget, forecast, and communicate financial performance. Connect With the Professionals at Centage Corporation Today.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) General Ledger Budgeting Forecasting 98

CFO Plans

SEPTEMBER 24, 2024

Real-Time Financial Reporting to Stay Ahead of the Curve Accurate and timely financial reporting is crucial for making strategic decisions. Real-Time Financial Reporting tools provide up-to-the-minute insights into your financial status, helping you identify trends, forecast future performance, and make proactive adjustments.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

During this process, you can expect weekly or daily meetings to: Review cash forecasts Identify issues Assign action items and responsibilities These meetings should be very organized with clear agendas posted before and meeting minutes published after. The CFO should facilitate efficient discussion, not ramble or preach.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 1, 2024

Forecast Review Call: A Shift in Perspective As you prepare for the forecast review call, apprehensions once again cloud your mind. You know that’s a problem, and don’t see how a CFO’s forecast can help you solve the issue. Outsourced CFO duties include: Financial analysis and strategic planning.

CFO 52

CFO Profit and Loss Forecasting Financial Analysis 52

The Charity CFO

APRIL 28, 2023

They can help you develop budgets, financial projections, and cash flow forecasts to ensure your nonprofit is financially sustainable. They can also provide financial reports that show how your organization is performing and how it compares to industry benchmarks.

Nonprofit 52

Nonprofit Accounting Firms Accounting Auditing 52

Beacon CFO Plus

MARCH 12, 2024

These are just a few things a part-time CFO can do: Conduct a comprehensive financial analysis to identify areas of potential cost savings and efficiency improvements. Create accurate cash flow forecasts to anticipate potential cash flow gaps and actively manage working capital.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Financial Analysis Invoicing 52

Spreadym

MAY 2, 2023

Everyone can imagine how much time it takes to develop Excel templates for planning and budgeting, how long it will be to coordinate the process with management, what period of time it takes for branches to fill in the Excel templates with their forecasts. However, the more you have, the more you want to have.

Budgeting 52

Budgeting Financial Analysis Forecasting Planning 52

Cube Software

MAY 11, 2023

Introduction to the percentage-of-sales method The percentage-of-sales method is a financial forecasting model to assess a company’s financial future by making financial forecasts based on monthly sales revenue and current sales data.

Sales 52

Sales Financial Planning and Analysis (FP&A) Forecasting Accounting 52

CFO Talks

FEBRUARY 9, 2024

Financial Planning and Analysis: Forecasting and analysing financial trends are fundamental skills for today’s CFOs. When interest rates remain steady, CFOs must meticulously review their financial projections.

CFO 52

CFO Strategic Planning Communication Risk Management 52

Beacon CFO Plus

NOVEMBER 15, 2023

A part-time fractional CFO allows you to access high-level financial expertise at a reduced overall cost. Financial Strategy: Fractional CFOs help you develop and execute financial strategies to achieve their business goals. They provide insights into budgeting, forecasting, and financial planning.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

Strategic Treasurer

FEBRUARY 7, 2022

Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search. Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. Subscribe to the Treasury Update Podcast on your favorite app!

Banking 52

Banking Treasury Cash Management Financial Analysis 52

CFO Plans

SEPTEMBER 24, 2024

Empowering Small Businesses with Remote Financial Management Services Remote financial management services allow small businesses to manage their finances from a distance. These services encompass everything from bookkeeping and payroll to tax preparation and financial analysis.

CFO 52

CFO Startups Tax Planning Accounting 52

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. More accurate forecasting. The cooperation between IT and finance has never been more important.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Planning Forecasting 98

Boston Startup CFO

FEBRUARY 1, 2023

Creating a cash flow forecast : A cash flow forecast is a projection of your expected cash inflows and outflows over a certain period of time. A CFO can help you create a cash flow forecast to give you a better understanding of your cash flow needs and help you plan for the future.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40